Bequest Language

Printable Bequest Language

A bequest to UCSF can be made through a provision in your will or revocable trust:

• It is easy to arrange
• Will not alter your current lifestyle
• Can be modified to address later changes

A bequest may be:

• Designated for a particular purpose or left unrestricted
• Used to add to or establish an endowed fund (only the annual payout on the gift can be spent) or a current use fund (entire gift can be spent)
• Given to honor a loved one or memorialize a friend

Specific Bequest

Naming the University of California, San Francisco Foundation as a beneficiary of a specific amount from your estate is known as a specific bequest.

"I give to the University of California, San Francisco Foundation, a California nonprofit public benefit corporation, the sum of $________ to be used for the benefit of the University of California, San Francisco in such manner as the Chancellor shall direct."

Residuary Bequest

A residuary bequest comes to the University only after all estate expenses and specific bequests have been satisfied. UCSF can be designated as the recipient of all or a portion of the residue of an estate.

"I give to the University of California, San Francisco Foundation, a California nonprofit public benefit corporation, _____% of the residue of my estate to be used for the benefit of the University of California, San Francisco in such manner as the Chancellor shall direct."

Contingent Bequest

A contingent bequest enables one to name UCSF as an alternate beneficiary of all or of a portion of an estate, which means UCSF will receive the bequest only if the primary beneficiary or beneficiaries do not survive the decedent.

“If ________ is not living at the time of my death, I give to the University of California, San Francisco Foundation, a California nonprofit public benefit corporation, [the sum of $________ or  ______% of the residue of my estate] to be used for the benefit of the University of California, San Francisco in such manner as the Chancellor shall direct.”

If you are considering leaving a bequest to UCSF, please contact the UCSF Office of Gift & Endowment Planning. We would be happy to help with the wording to make sure your bequest will go to the purpose you wish to support.